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Bartlett & Co Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.46K Hold
325
– – ﹤0.01% 930
2025
Q4 		$9.52K Hold
325
– – ﹤0.01% 930
2025
Q3 		$9.53K Hold
325
– – ﹤0.01% 927
2025
Q2 		$9.52K Hold
325
– – ﹤0.01% 923
2025
Q1 		$9.5K Hold
325
– – ﹤0.01% 918
2024
Q4 		$9.43K Hold
325
– – ﹤0.01% 914
2024
Q3 		$9.56K Hold
325
– – ﹤0.01% 918
2024
Q2 		$9.38K Hold
325
– – ﹤0.01% 924
2024
Q1 		$9.4K Hold
325
– – ﹤0.01% 917
2023
Q4 		$9.44K Hold
325
– – ﹤0.01% 1012
2023
Q3 		$9.33K Hold
325
– – ﹤0.01% 936
2023
Q2 		$9.36K Hold
325
– – ﹤0.01% 934
2023
Q1 		$9.5K Hold
325
– – ﹤0.01% 832
2022
Q4 		$9.39K Hold
325
– – ﹤0.01% 840
2022
Q3 		$9.4K Hold
325
– – ﹤0.01% 833
2022
Q2 		$9.57K Hold
325
– – ﹤0.01% 876
2022
Q1 		$9.64K Buy
+325
New +$9.77K ﹤0.01% 837
2021
Q4 		– Sell
-325
Closed -$9.96K – 816
2021
Q3 		$9.96K Hold
325
– – ﹤0.01% 697
2021
Q2 		$9.96K Hold
325
– – ﹤0.01% 689
2021
Q1 		$9.96K Hold
325
– – ﹤0.01% 730
2020
Q4 		$9.98K Hold
325
– – ﹤0.01% 730
2020
Q3 		$9.98K Hold
325
– – ﹤0.01% 680
2020
Q2 		$9.98K Hold
325
– – ﹤0.01% 680
2020
Q1 		$9.98K Buy
+325
New +$9.83K ﹤0.01% 660
2019
Q3 		– Sell
-383
Closed -$11.5K – 930
2019
Q2 		$11.5K Buy
+383
New +$11.4K ﹤0.01% 579

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bartlett & Co Wealth Management's SPTS Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q1 2026 at 325 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Bartlett & Co Wealth Management first reported a position in SPTS in Q2 2019 and has held it in 25 quarters since. The position peaked at $11.5K in Q2 2019. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Bartlett & Co Wealth Management held 325 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $9.46K as of Q1 2026.
  • Bartlett & Co Wealth Management left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #930 holding.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2019 and has held it in 25 quarters since.
  • Bartlett & Co Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $11.5K in Q2 2019.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.